Join or Login for Access

SL advisors Listing
Financial Advisor

$120MM AUM | $800,000 GDC in San Diego, CA

Member Level
Basic
Last Activity
today

Business Mix:

20% Comm
80% Fee

General

Location
San Diego, CA, US
12 Month Gross Revenue
$800,000
Number of Accounts
900
Avg Client Age
60

Overview

Looking to purchase an existing practice or have an experienced advisor with an existing book of business join our growing firm.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging